Company lists · Data refreshed November 2026

Top 10 Asset allocation advisors based in Zurich, Switzerland

RevenueBase identified 54 company matches for asset allocation advisors associated with Zurich, Switzerland as of November 2026 and tracks 1,257 professional contacts across them, including 706 with verified work emails. Across Switzerland, Zurich is the largest hub for this category.

This list covers company matches for asset allocation advisors associated with Zurich, Switzerland, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed November 6, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Nov 6, 2026 How this list was built
54Companies
1,257Contacts tracked
706Verified emails
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The 10 largest asset allocation advisors based in Zurich, Switzerland

Ranked by team size
Top 10 of 54 company matches for asset allocation advisors based in Zurich, Switzerland, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchZurich, SwitzerlandHQ recorded Nov 6, 20261,001-5,000921 contacts →

Exact match

“We support our clients in achieving their long-term investment objectives.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2Exact matchZurich, SwitzerlandHQ recorded Nov 6, 202611-5054 contacts →

Exact match

“Calibrium is an independent, professional and regulated investment office providing bespoke investment services to a select group of clients.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3Exact matchZurich, SwitzerlandHQ recorded Nov 6, 202611-5023 contacts →

Exact match

“TRUST IS OUR BIGGEST ASSET Our work depends heavily on individual, long-term relationships with our clients.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4Exact matchZurich, SwitzerlandHQ recorded Nov 6, 202611-5022 contacts →

Exact match

“We offer to our private and family clients a comprehensive range of services in the areas of wealth management, investment advice, reporting and consolidation.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5Exact matchZurich, SwitzerlandHQ recorded Nov 6, 202611-508 contacts →

Exact match

“Portas Capital AG verwaltet Vermögen und berät Investoren.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6Exact matchZurich, SwitzerlandHQ recorded Nov 6, 20261-108 contacts →

Exact match

“As a trusted advisor to our clients, we specialise in wealth and investment advisory, asset allocation, portfolio management, controlling and reporting for private clients…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7Exact matchZurich, SwitzerlandHQ recorded Nov 6, 20261-106 contacts →

Exact match

“RML Advisory GmbH (RML Advisory Ltd liab Co.) is an independent alternative investment advisory firm, originally established in 2017 under the name RML Advisory that specializes…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8Exact matchZurich, SwitzerlandHQ recorded Nov 6, 20261-104 contacts →

Exact match

“Developing an effective investment strategy.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9Exact matchZurich, SwitzerlandHQ recorded Nov 6, 20261-101 contacts →

Exact match

“We are independent specialists licenced by FINMA (Swiss Financial Market Supervisory Authority) with an open architecture model, which enables us to develop investment strategies…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10Exact matchZurich, SwitzerlandHQ recorded Nov 6, 2026n/a1 contacts →

Exact match

“We manage individual portfolios for clients with a range of risk profiles – Income (no Equities), Conservative (maximum Equity exposure 30%), Balanced (maximum Equity exposure…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase

Showing 10 of 54 asset allocation advisors based in Zurich, Switzerland

See the full list, filter by size, metro and specialty, and access 706 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Asset allocation advisors based in Zurich, Switzerland at a glance

As of Nov 6, 2026
56.2%Verified-email coverage
23.3Average contacts per company
1-10Median size (employees)
Nov 6, 2026Page data refreshed

Companies by employee count

1-10
32
11-50
18
1,001-5,000
1

Email recency for this list is measured across the whole Switzerland list rather than for Zurich, so it is reported there. Company counts and contact totals on this page are exact for Zurich, over 54 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies
Company records associated with Zurich, Switzerland whose business descriptions match “asset allocation advisors” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch
Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview
The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every displayed company carries at least one verified work email. RevenueBase tracks 706 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on November 6, 2026. Lists refresh periodically as the graph is re-checked.
Record context
Company records and descriptions can change. Check the company's website for its current services and locations.

Asset allocation advisors by metro in Switzerland

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “asset allocation advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many asset allocation advisors are there based in Zurich, Switzerland?

RevenueBase identified 54 company matches for asset allocation advisors associated with Zurich, Switzerland as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Swiss Life Asset Managers tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in Switzerland has the most asset allocation advisors?

Zurich leads Switzerland with 54 company records, followed by Geneva (51) and Lugano (14).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 706 professional contacts with verified work emails tracked across these 54 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 6, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.